Carolyn is a Managing Director-Investments and is dedicated to assisting her clients in meeting their financial goals. Before moving her practice to Wells Fargo Advisors in 2005, Carolyn had a career at Merrill Lynch as a Sr. Financial Advisor.  She strives to always increase her education in financial markets and prides herself on being committed to helping her clients with all their financial needs.  Carolyn holds the CERTIFIED PRIVATE WEALTH ADVISOR® (CPWA®) designation and the CHARTERED RETIREMENT PLANNING COUNSELOR^SM(CRPC®) designation which are both highly respected within the industry.  In addition, Wells Fargo Advisors has recognized her achievements by naming her Platinum Council in 2023.The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients. Carolyn holds a BA in Finance, earned from the University of Delaware .

Carolyn currently resides in Chester Springs, PA with her husband Dan and daughter Jenna. She enjoys visiting her grown boys Daniel and Jordan in New York City and West Chester PA. She also enjoys gardening, running, traveling and watching the Green Bay Packers win football games.

Michael's mission is to consistently demonstrate his commitment to helping his clients pursue their financial goals. Michael places a high emphasis on continuing education and providing exceptional service to his clients. Michael holds the CERTIFIED INVESTMENT MANAGEMENT ANALYST® (CIMA®) designation and the CERTIFIED FINANCIAL PLANNER ^TM designation both of which are highly respected within the industry. In addition, Wells Fargo Advisors has recognized his achievements by naming him a Platinum Council in 2023.The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

Michael holds a BA in Economics, earned from the University of Pennsylvania. He began his career as a Financial Advisor at UBS Paine Webber before moving his practice to Wells Fargo Advisors in 2007.

Originally from Mount Laurel, NJ, Michael resides in Buckingham, PA with his wife, Leigh, and their triplet sons, Paul, Anthony, and Nicholas.  Michael is a huge Flyers fan and enjoys running and cross training at the gym.

CA Insurance Producer License Number 0F96717

Donna is a Senior Registered Client Associate with Wells Fargo Advisors and has been working in the financial services industry for over twenty years. She is a graduate of Villanova University with a degree in Liberal Arts. Her responsibilities include providing client service support as well as administrative and brokerage based assistance. 

CA Insurance Producer License Number 0I73233